Contributions Processing: The least evolved of all recordkeeping processes?

Most record keepers today use several different software, both home grown applications and external products, for managing various recordkeeping processes like enrollment, contributions, loans, distributions, compliance testing, etc. With time, some of these business processes have become more evolved and streamlined compared to some others. There are dozens of products that are released every year, [...]

Congruent Eligibility Processing Solution

Challenges faced Many recordkeepers and plan providers today do not have comprehensive eligibility processing capabilities, often resulting in a significant amount of manual intervention and a large number of errors. We had a provider enquire if they could use the light-weight COREDC engine to compute the eligibility for them, without a data migration from their [...]